TIDEMARK MANAGEMENT COMPANY LP

RIASEC RegisteredEst. 2022
Total AUM
$700M
Discretionary
$700M
100% of AUM
Avg account
$175M
Accounts
4
Employees
16
Advisory reps
1

Firm details

Headquarters
MENLO PARK, California
CRD number
313541
Registered since
July 29, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tidemark Management Company LP is a limited partnership that manages pooled private investment vehicles for institutional investors. The firm is registered with the SEC (2022) and positions itself primarily as a private equity fund manager and sponsor/GP of pooled vehicles. Its advisory activity centers on portfolio management for those pooled vehicles rather than providing retail wealth-management services. Investment activity is concentrated in privately negotiated and fund-based strategies. Tidemark favors private equity commitments as its core allocation and supplements that exposure with allocations to venture capital, hedge funds and private credit through third-party managers. The firm charges a combination of percentage-of-AUM and performance-based fees and identifies as an active ESG investor, integrating environmental, social and governance factors into its investment and manager-selection process. Tidemark’s client base is institutional and the firm acts as sponsor and managing member of the pooled vehicles it advises, indicating both manager-of-funds responsibilities and direct capital deployment features typical of private fund sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DAVID YUAN

    Founder & PartnerCRD 6314782

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
855 Oak Grove Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth